Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.36%
3 year
11.30%
5 year
10.70%
10 year
11.16%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
66 months through March 31, 2026Volatility (ann.)
12.54%
Sharpe
1.10
Sortino
1.93
Max drawdown
-15.67%
Best month
10.50%
Worst month
-7.69%
Beta vs VTSAX
0.81
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.